Comprehensive Financial Planning, Inc. ETF holdings
East Petersburg, PA
Reported $119.3M in 212 ETFs in its Form 13F for June 30, 2026.
ETF value
$119.3M
ETFs held
212
Change from prior quarter
+22.8%
With price moves
ETFs as a share of its 13F
63.6%
of $187.6M
Top 10 of 212 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JAAA | Janus Henderson AAA CLO ETF | $8.8M | 174,067 | +2,112 shares |
| VOO | Vanguard S&P 500 ETF | $6.2M | 9,031 | +170 shares |
| XLG | Invesco S&P 500 Top 50 ETF | $5.7M | 92,770 | +765 shares |
| IVV | iShares Core S&P 500 ETF | $5.5M | 7,284 | +238 shares |
| SOXX | iShares Semiconductor ETF | $5.0M | 7,820 | +913 shares |
| JGRO | JPMorgan Active Growth ETF | $3.8M | 38,166 | +1,773 shares |
| JIVE | Jpmorgan International Value ETF | $3.6M | 39,555 | +2,039 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3.3M | 36,110 | New position |
| TCHP | T. Rowe Price Blue Chip Growth ETF | $3.2M | 63,633 | No change |
| SPY | State Street SPDR S&P 500 ETF Trust | $3.2M | 4,248 | +342 shares |
202 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002044855. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Comprehensive Financial Planning, Inc. own?
Comprehensive Financial Planning, Inc. reported 212 ETF positions worth $119.3M in its Form 13F for June 30, 2026. The largest was JAAA, at $8.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.